Digital technologies and channels promise new growth opportunities for Hong Kong’s wealth managers.
Tag: AI
GMO: Deep value is our highest conviction idea
Index providers are labelling growth and value stocks seemingly arbitrarily, according to GMO’s asset allocation team.
The FSA Spy market buzz – 23 August 2024
Covered Calls in the S&P 500, Dr. Doom wants to invest, How many fund launches? Vanguard’s unstoppable machine, Jerome Powell speaks, Fund flows in Singapore, Germany’s mistake, advertising and much more.
Copper not spared from global sell-off
Fundamentals still favour copper prices in the long run, but overly bullish calls for high copper prices could disappoint.
The funds worst hit by tech sell-off
FSA looks at the funds affected the most by the recent slump in tech stocks.
The FSA Spy market buzz – 26 July 2024
BlackRock loves manufacturing, Small cap renaissance, Entropy in markets, Silver bugs and their fanaticism, China’s windy electricity, Life in cartoon, Ancient wisdom, Advertising and much more.
Cohen & Steers: Three reasons to allocate to listed infrastructure
Cohen & Steers’ Michelle Butler outlines the three key reasons why allocating to listed infrastructure makes sense right now.
The FSA Spy market buzz – 19 July 2024
Doubling down on crypto, Saudi ETFs in China, Contrarian AI call at Goldman, Disappearing stock market, Microsoft throws in the DEI towel, Small cap warning and much more.
BlackRock: Market dispersion calls for active investing
BlackRock’s Investment Institute’s strategists favour the AI theme, as well as US and Japanese equities.
Schroders Capital launches AI analyst for private equity
Schroders Capital has today unveiled its Generative AI Investment Analyst (GAiiA) platform.
